MIGRATION: How to configure the modules for a Reckon One book

Data RecData Rec Reckon Staff Posts: 796 ✭✭
edited August 2017 in Reckon One

Customise the modules for a Reckon One book

 

1.      Sign-in to the Reckon Portal


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https://portal.reckon.com

 

 

2.      On the left-side navigation select My Products and then Reckon One.

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3.      For the specific book that you want to interact with, click on the  three vertical dots button then select Settings

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4.      Click the Pen icon for the Customise your ReckonOne modules section

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Add the modules that you want to include and click Next 


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5.      Make any other changes such as to the credit card number and click SEND SECURE PAYMENT 





Regards,

Reckon Data Recovery Team

You can request assistance via the case request web form below.

https://www.reckon.com/au/data-services-request/

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